Caldwell Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Caldwell Trust’s Portfolio DFUV Stock Details DFUV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$317K	Hold
2025 Q2	$300K	Hold
2025 Q1	$292K	Hold
2024 Q4	$290K	Buy